Lee Financial Corporation

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0.0000 stars - based on 0 reviews
12222 Merit Dr Ste 1500 1500 Ste Dallas, Texas 75251
(972) 960-1001
 
 

About

Lee Financial Corporation is located at the address 12222 Merit Dr Ste 1500 in Dallas, Texas 75251. They can be contacted via phone at (972) 960-1001 for pricing, hours and directions.

Lee Financial Corporation has an annual sales volume of 5M – 9,999,999. .For more information contact Richard Lee, President or go to www.leefin.com

Lee Financial Corporation provides IRS Information, Tax Refunds, Business Tax Returns to it's customers. For maps and directions to Lee Financial Corporation view the map to the right. For reviews of Lee Financial Corporation see below.

Business Features

PRODUCTS

  • Futures , Profit Sharing Plans , IRA Accounts , Credit Cards , Employer-Sponsored Pensions , Treasury Bonds , VA Loans , Senior Plans , Home Loans , Business Accounts

SERVICES

  • Electronic Filing , Tax Return Preparation , Tax Refunds , Training , Brokerage Services , Notary Public , Business Tax Returns , IRS Information , Accounting , Investment Services

BRANDS

  • Great Plains , Prudential , The Hartford , Mutual Of Omaha , Quickbooks
 
Information

CONTACT INFORMATION

Phone: (972) 960-1001

Website: www.leefin.com

ADDITIONAL INFORMATION:

Main Contact First Name: Richard

Main Contact Last Name: Lee

Main Contact Title: Owner

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 670-0000

Location Type: Single Location

Sales Volume: 5M – 9,999,999

CATEGORIES:

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Key Contacts
    • Richard Lee
    • PRESIDENT
    • Phone: (972) 960-1001
     
    • Scott Willwerth
    • INFORMATION TECHNOLOGY DIRECTOR
    • Phone: (972) 960-1001
     
    • Christie Williams
    • Phone: (972) 960-1001
     
    • Sandra Gutzler
    • PARTNERSHIP ACCOUNTANT
    • Phone: (972) 404-1123
     
    • Shirley O'Rear
    • RECEPTIONIST
    • Phone: (972) 404-1123
     
    • Andy Robinowitz
    • MANAGER
    • Phone: (972) 960-1001
     
    • Danny Boyce
    • MANAGING PARTNER
    • Phone: (972) 960-1001
     
    • Steve Landon
    • INFORMATION TECHNOLOGY DIRECTOR
    • Phone: (972) 960-1001
     
    • Kristin Precopia
    • INVESTMENT ANALYST ASSOCIATE AND SENIOR TRADER
    • Phone: (972) 404-1123
     
    • Margo Cragle
    • Phone: (972) 404-1123
     
    • J Pledger
    • FINANCE EXECUTIVE
    • Phone: (972) 960-1001
     
    • Ben Putman
    • IT EXECUTIVE
    • Phone: (972) 960-1001
     
    • Doug Jones
    • INVESTMENT STRATEGIST
    • Phone: (972) 960-1001
     
    • Paul Lee
    • Phone: (972) 404-1123
     
    • Jan Apthorp
    • HR MANAGER
    • Phone: (972) 960-1001
     
    • Julie Toler
    • INVESTMENT STRATEGIST
    • Phone: (972) 960-1001
     
    • Rosemary Finley
    • ACCOUNTANT
    • Phone: 972960 100
     
    • Shirley a. Ogden
    • INVESTMENT DIRECTOR
    • Phone: (972) 404-1123
     
    • Chris Carper
    • RIM MANAGER
    • Phone: (972) 960-1001
     
    • Dana Pingenot
    • FINANCIAL PLANNING
    • Phone: (972) 960-1001
     
    • Jeff Ramsey
    • CHIEF OPERATING OFFICER
    • Phone: (972) 960-1001
     
    • Keith Wiley
    • Phone: (972) 404-1123